Senior Relationship Manager (External Wholesaler, Wealth Channel) Chicago

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.  

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 23,000 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.

As of December 2024, Northern Trust Corporation had:                                   

• $16.8 trillion in assets under custody/administration
• $1.6 trillion in assets under management

As a Senior Relationship Manager, you will provide Northern Trust Asset Management’s (NTAM) capabilities to our Partner’s within Northern Trust Wealth Management, as investment recommendations, including, but not limited to:  positioning FlexShares ETFs, Northern Multi Asset Class Solutions, Northern Funds, Northern SMAs, Multi-Manager Solutions and Northern Alternatives (50 South Capital) in the marketplace.

You will be responsible for establishing new relationships, growing and servicing existing client relationships and assisting with procuring new opportunities. You must be able to work effectively and collaboratively with all areas of business within Northern Trust. 

PRIMARY DUTIES:

• Represent Northern Trust as the market presence in a major domestic market center, in this case, our Central Region residing in Chicagoland.
• Develop, cultivate and manage relationships – both existing and new – to achieve and exceed our sales targets.
• Grow the use of NTAM’s capabilities in a defined region, across Northern Trust Wealth Management.  
• Deliver sales presentations, seminars, and consulting meetings with professional financial advisors and appropriate centers of influence. 
• Identify implementation opportunities and marketing/collateral needs, which will help drive adoption and usage of NTAM’s capabilities.
• Report weekly activities, accomplishments, and opportunities through the Salesforce.com CRM, as well as interact on a consistent bases with managerial leadership.
• Be a contributing member of a team that thrives on partnership, innovation, and execution. 
• Work closely with the National Sales Manager and National Accounts Team to communicate client voice from the field.
• Manage budget to maximize time and resources within the Wealth Channel. 
• Coordinate and manage all events and conference activity within the region.
• Lead regional team, including Relationship Manager and Relationship Associate.
• Maintain a diverse and healthy business in regards, but not limited to products and clients.

REQUIRED EXPERIENCE/KNOWLEDGE:

• BA/BS degree required. 
• NASD Series 7, 63 and 65 required
• MBA, CIMA, CFP or CFA certification preferred. 
• 5+ years direct outside sales and territory management experience with an established ETF, mutual fund, SMA, Alternatives etc. distributor 
• Bring established client relationships within the market center.
• Proven ability to sell in person, over the phone, and to develop strong client relationships.
• Proven understanding and implementation of competitive analytics and analysis and a high adoption rate to new technologies. 
• Ability to develop relationships with professional financial advisors and deliver ideas and information that will generate sales and assets. 
• Ability to travel extensively on a consistent basis. 
• Exceptional verbal, written and sales presentation skills. 
• High energy, motivated individual, commitment to excellence  
• Ability to work in a team environment is critical. 
• Reside in Chicagoland
• Clean U-4

Salary Range:

$137,400 - 233,600 USD